For Retail Online Brokerages, Private Banks, Emerging Private Banks, and Asset Managers
FLEXIBLE AND CUSTOMIZED REPORTING
First Rate’s customized and robust reporting tools are flexible and scalable to fit the unique needs of your investment managers as well as those of their diverse clientele.
POWERFUL DATA ANALYSIS AND CONTROL
First Rate’s powerful data analysis puts confidence in wealth management firms that the right data is being captured, validated, and pulled for their clients’ investment reporting.
Our automated, GIPS compliant platform intelligently consolidates client information to provide reports and insights with a comprehensive view of the full investment story.
Eliminate Manual Processes
One click client reporting — with options for customization by client, dynamic data corrections, immediate access to updates, and nightly automation — provides fast, accurate data for real-time access.
First Rate’s technology solution automates data aggregation and investment reporting. This streamlining slashes costs by simplifying legacy systems as well as freeing up internal resources to enhance productivity.
Enhance Compliance and Security
In an environment with increasing scrutiny around client reporting, First Rate’s suite of solutions provides the tools necessary to meet industry or firm required regulatory standards.
Make Better Decisions
Better information = better decision making. With so many tools at your fingertips to plan and guide your clients in the right direction, wealth management will feel like second nature.
First Rate’s alliances are a critical component of our growth and success. To fulfill our brand promise of being at the forefront of positive change, First Rate looks to form strategic alliances with industry-leading companies to deliver the best solutions for the industries we serve.
Contact us today to upgrade your investment management platform.